Tax Preparation & Planning

Meet your full tax obligations without paying more than necessary. When it comes to minimizing your legal tax liability, effective planning and preparation are key elements.

No one has a crystal ball, but informed, expert assessment of your business and personal tax situation can make a decisive difference. It takes more than a surface understanding to recognize many tax planning opportunities. Expert review and advice from TSA personnel increases the probability that those opportunities will be recognized and you’ll gain the benefit of them. Because we’re always current on the latest tax legislation at local, state and federal levels, we perceive how your business and personal finances may be affected, and guide you accordingly. With our help, you can improve your tax posture, always while fulfilling your tax obligations at every level.


From the simplest to the most complex personal and business tax returns (including those with multi-state requirements), TSA is dedicated to doing the work thoroughly, correctly and promptly. We help you minimize your tax obligations while meeting every lawful requirement. In doing so, we depend on the latest, best technology including Thomson Reuters Ultra Tax CS professional tax software. Relying on Office Tools software for our practice management and client portals makes it easy to provide your tax documentation with both accessibility and security.


Today, local and state tax authorities seek to increase revenues by boosting the sales taxes they collect. With TSA’s help, you’ll understand sales tax requirements and manage your responses to the maximum benefit of your business under the law, as we assist in prompt, efficient preparation of your sales tax returns.


The estate decisions you make today will have consequences in time for your heirs – ideally, positive ones. Wise, proactive estate and trust management helps ensure that your wishes are realized and those you care for receive the legacies you intend. Working with legal counsel, TSA will help structure matters to minimize the tax burden and ease the transition. Call on us for assistance with issues related to taxes on estates and trusts.


TSA’s wide-ranging business background is in play when you select the business entity for your company. Sole proprietorship, LLC, LLP, S corporation, partnership or other form: we explain the differences and their tax implications, with guidance to choose the right one for you. As your business grows and changes, the type may need to be adjusted and we’ll be there to assist.


No one wants to be the subject of an IRS audit – it’s time-consuming and worrisome, a situation only made worse if you must face it alone. Having a tax expert on your side can ease the tension and help you to a better outcome. TSA has guided hundreds of clients through audits, making the most of a broad knowledge of law and procedure, delivering all the advantages you’ll want in dealing with the IRS and other tax authorities.


No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
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